Legacy Edge Advisors
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Legacy Edge Advisors’s IBM IBM Stock Holding History

Legacy Edge Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$243K Hold
1,103
– – 0.02% 227
2026
Q2 		$310K Sell
1,103
-28
-2% -$7.06K 0.03% 187
2026
Q1 		$274K Buy
1,131
+77
+7% +$20.8K 0.03% 191
2025
Q4 		$312K Hold
1,054
– – 0.03% 179
2025
Q3 		$297K Sell
1,054
-10
-0.9% -$2.62K 0.04% 170
2025
Q2 		$314K Buy
1,064
+37
+4% +$9.5K 0.04% 161
2025
Q1 		$255K Buy
1,027
+54
+6% +$13.2K 0.04% 161
2024
Q4 		$214K Sell
973
-118
-11% -$26.3K 0.03% 171
2024
Q3 		$241K Buy
+1,091
New +$214K 0.04% 167

Other funds holding IBM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Legacy Edge Advisors's IBM Position: Q3 2026 in Review

Legacy Edge Advisors held its IBM (IBM) position steady in Q3 2026 at 1,103 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #227.

Legacy Edge Advisors first reported a position in IBM in Q3 2024 and has held it in 9 quarters since. The position peaked at $314K in Q2 2025. 2,752 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Legacy Edge Advisors held 1,103 shares of IBM worth $243K as of Q3 2026.
  • Legacy Edge Advisors left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.02% of Legacy Edge Advisors's portfolio in Q3 2026, its #227 holding.
  • Legacy Edge Advisors first reported a position in IBM in Q3 2024 and has held it in 9 quarters since.
  • Legacy Edge Advisors's IBM position peaked at $314K in Q2 2025.
  • 2,752 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.